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Best financial advisors in Coppell, TX

Registered advisers within 25 miles of Coppell, TX.

Offices
2,531
Firms
1,145
Combined AUM
$24.6T
Firm-wide filings, not assets booked only here
Clients
41.9M
41,874,099 clients when Item 5C has a number
Avg / client
$587.2K
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
TEAKWOOD CAPITAL
VARSITY FINANCIAL GROUP LLC
COPPELL ADVISORY SOLUTIONS LLC
RANCHWOOD CAPITAL MANAGEMENT
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INDEPENDENT FINANCIAL GROUP, LLC
ADVISOR RESOURCE COUNCIL
COLLECTIVE WEALTH ADVISORS LLC
GENEOS WEALTH MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
BAPNA CAPITAL MANAGEMENT, LLC
OPTIMUS CAPITAL ADVISORS, LLC
MAIN STREET RETIREMENT PLANNING, LLC

Investors

Jack Jenson Carpenter
Matthew I Klein
Timothy Allen Coolman
lindsy jae rivera
BRUCE ERIK SLAUGHTER
RICARDO ANTONIO ROBERTO
MARGARITA CAICEDO REYES
Natalie Burkhaulter
Don Richard Brock
Brooke Suzanne Bradley
ANTHONY FRANCIS APOLLARO
Craig Dwain Turner
GOUTAM DATTA
ASHOK AGARWALLA
VICTORIA CANTER
KARL EDGAR COLE
JOHN CHARLES PETERSON
ROBERT SCOTT MAXWELL
DEWAYNE RAY NELSON
CHEREE RAY BURNETTE
THOMAS RUDOLF PHILIPP
Colton Patrick Shields
Dex E. Norman
Shaliza Kara
Zachary Holmes
JAMES PATRICK GONZALES
JOHN CHRISTIAN GESEK
JACK W LUNA
Jackson Fleming
Jennifer Ann Dragon
MARK JOSEPH KREHEL
Elias Robert Dragon

Within 25 miles of Coppell, TX, Best Investors lists 1,145 registered investment advisory firms with 2,531 offices nearby, managing about $24.6T in combined regulatory AUM across 41,874,099 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Coppell

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM